Cory Schmelzer, CFP®
Founder & Financial Life Planner
Cory is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Chartered Life Underwriter® (CLU®), and the founder of San Diego Wealth. Since 1996, he has been providing wealth services to individuals and businesses throughout Southern California. He graduated from the University of San Diego and completed his master's degree at San Diego State University in business administration with a specialty in financial and tax planning.
Cory moved from Virginia to California in 1992. He enjoys mountain bike riding and running. Cory has a beautiful son named Cole, and as a family, they enjoy all the fun and excitement that comes with travel near and far.